StockDriftsStockDriftsTop 47 Schwerin Boyle Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATH B | 13.1% | 215.4K | $103.2M | -10.68%(-25.75K) | $92.85(+421.34%) | 2026-03-31 | |
| WFC | WELLS FARGO | 6.56% | 649.3K | $51.7M | -12.41%(-91.97K) | $36.13(+104.23%) | 2026-03-31 | |
| META | META PLATFORMS | 5.69% | 78.4K | $44.8M | -11.55%(-10.24K) | $194.00(+218.77%) | 2026-03-31 | |
| GOOG | ALPHABET, INC | 5.55% | 152.4K | $43.7M | -31.34%(-69.59K) | $55.23(+619.11%) | 2026-03-31 | |
| AXP | AMER EXPRESS | 5.5% | 143.4K | $43.4M | -10.00%(-15.93K) | $29.06(+976.28%) | 2026-03-31 | |
| XOM | EXXON MOBIL | 4.33% | 201.2K | $34.1M | -6.69%(-14.43K) | $79.14(+93.06%) | 2026-03-31 | |
| JPM | JP MORGAN CHASE | 4.17% | 111.6K | $32.8M | -6.63%(-7.93K) | $45.75(+555.58%) | 2026-03-31 | |
| MA | MASTERCARD INC | 3.14% | 49.5K | $24.7M | -11.19%(-6.24K) | $22.13(+2114.14%) | 2026-03-31 | |
| SPXC | SPX TECH. INC. | 3.04% | 120.0K | $24.0M | -9.44%(-12.50K) | $33.70(+503.89%) | 2026-03-31 | |
| AYI | ACUITY INC. | 2.63% | 74.1K | $20.8M | -7.33%(-5.86K) | $166.69(+73.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.89% | +55.64% |
| Top 20 Holdings Unweighted | +13.93% | +47.86% |
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